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Matsons
MATX

335 hedge funds and large institutions have $3.24B invested in Matsons in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $2.22M

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

24% more capital invested

Capital invested by funds: $2.6B → $3.24B (+$638M)

10% more funds holding

Funds holding: 304 → 335 (+31)

1.52% more ownership

Funds ownership: 83.14% → 84.67% (+1.5%)

11% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 113

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
335
Holders Change
+31
Holders Change %
+10.2%
% of All Funds
4.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
101
Reduced
113
Closed
31
Calls
$11.3M
Puts
$2.22M
Net Calls
+$9.05M
Net Calls Change
+$7.51M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$41.2M
2
Millennium Management
Millennium Management
New York
+$22.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.1M
4
Ameriprise
Ameriprise
Minnesota
+$20.7M
5
LSV Asset Management
LSV Asset Management
Illinois
+$18.6M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$79.1M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$30.4M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$20.6M
4
Goldman Sachs
Goldman Sachs
New York
-$20.4M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
76
ExodusPoint Capital Management
New York
$3.36M +$896K +9,435 +44%
TPSF
77
Texas Permanent School Fund
Texas
$3.31M +$19.7K +208 +0.7%
Franklin Resources
78
Franklin Resources
California
$3.26M +$384K +4,043 +16%
DA
79
Denali Advisors
California
$3.08M +$1.38M +14,515 +107%
HighTower Advisors
80
HighTower Advisors
Illinois
$3.08M +$134K +1,415 +5%
Canada Life
81
Canada Life
Manitoba, Canada
$2.9M -$154K -1,619 -6%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$2.86M -$136K -1,429 -5%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$2.85M +$127K +1,337 +5%
Comerica Bank
84
Comerica Bank
Texas
$2.8M -$61.7K -650 -2%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$2.74M +$1.25M +13,142 +111%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$2.73M +$397K +4,182 +20%
Skandinaviska Enskilda Banken (SEB)
87
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.71M -$475K -5,000 -17%
LTAS
88
Linden Thomas Advisory Services
North Carolina
$2.7M +$64.6K +680 +3%
Citigroup
89
Citigroup
New York
$2.58M +$717K +7,558 +47%
SC
90
Sepio Capital
Utah
$2.54M +$4.46K +47 +0.2%
PI
91
Putnam Investments
Massachusetts
$2.53M -$139K -1,461 -6%
M&T Bank
92
M&T Bank
New York
$2.36M -$222K -2,341 -10%
SOADOR
93
State of Alaska Department of Revenue
Alaska
$2.35M -$45.3K -477 -2%
IMRF
94
Illinois Municipal Retirement Fund
Illinois
$2.25M -$71.2K -750 -4%
TI
95
Tidal Investments
Wisconsin
$2.14M -$1.15M -12,142 -38%
CAM
96
Cresset Asset Management
Illinois
$2.12M +$181K +1,908 +11%
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$2.09M +$1.76M +18,507 New
AIG
98
American International Group
New York
$2.06M -$69.9K -736 -4%
Squarepoint
99
Squarepoint
New York
$2M +$1.34M +14,076 +335%
YCM
100
Yousif Capital Management
Michigan
$1.99M -$97.9K -1,031 -5%
2 3
4
5 6

MATX Hedge Fund Activity: Q4 2023 in Review

335 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Matsons (MATX) for Q4 2023, worth a combined $3.24B — up 24% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MATX positions and 31 closed out — a net gain of 34 holders — while 101 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.2M. The largest seller was Pacer Advisors, cutting an estimated $79.1M.

  • 335 institutional investors held Matsons (MATX) as of Q4 2023, up from 304 in Q3 2023.
  • Funds reported $3.24B of Matsons stock for Q4 2023, up 24% quarter-over-quarter.
  • 65 funds opened new Matsons positions in Q4 2023 and 31 closed out, a net change of +34 holders.
  • The largest Matsons buyer in Q4 2023 was Morgan Stanley, an estimated $41.2M added.
  • The largest Matsons seller in Q4 2023 was Pacer Advisors, an estimated $79.1M sold.

Based on aggregated 13F filings for Q4 2023.